Best Research Ideas

U.S. Insights – Admiring the Sunset or Afraid of the Dark? Equities for a Dimming Outlook

Jefferies published a collaborative report focused on the hotly debated next stage of the economic cycle and the timing of a potential recession. The firm’s analysis of historic price returns, revenue/net income growth and multiples heading into and during recessions provides context for what tends to work and what appears to be priced in, including top ideas should the economy enjoy an “economic twilight” or be headed into an “imminent recession.”

Jefferies Equity Research